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Senior Financial Analyst, Financial Data & Systems
EQ Bank | Equitable Bank. Maintain data flowing from key systems into Finance databases, including the general ledger and future financial tools .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, data analysis, and reporting using advanced SQL and Power BI. Proven ability to enhance financial processes and collaborate effectively with cross-functional teams to support management decision-making.
Highest-signal resume keywords
Financial ModelingSQL ProficiencyPower BI DevelopmentData AnalysisFinance Process Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Modeling ConceptsSQLData CleansingAdvanced Data AnalyticsProgramming LanguagesVBAPythonRegulatory ReportingBudgeting ToolsForecasting Tools
Soft Skills
Problem-SolvingAttention to DetailOrganizational SkillsMulti-TaskingTeam Collaboration
Tools & Technologies
Power BIPower QueryPower AutomatePower AppTableau
Certifications & Qualifications
CFACPA
Industry Keywords
Finance ProcessesData ReportingFinancial AnalysisPerformance MetricsFinance Transformation
Tech Stack
Tools & technologiesPythonSQLTableauVBA
About the role
Key responsibilities & impact- Maintain data flowing from key systems into Finance databases, including the general ledger and future financial tools
- Ensure month-end data in key tables is accurate and complete for downstream reporting
- Raise data issues and ensure solutions are implemented
- Prepare finalized source data for internal and external reporting
- Develop and maintain financial models distributed to management monthly and quarterly, including mortgage subledger and mortgage continuity
- Run and maintain detailed queries and reports for regulatory reporting
- Create Power BI visuals for internal reporting
- Perform advanced data cleansing and analytics using complex SQL scripts, M, and DAX for Power BI reporting
- Understand programming languages for automated scripts
- Define, scope, and implement enhancements to financial models, including budgeting and forecasting tools
- Structure key processes and develop background documentation to improve efficiency and manage risk
- Improve the technical accuracy, validation, and organization of financial models
- Perform ad hoc reporting and analysis requests
- Collect, consolidate, and analyze financial data and key performance metrics from various sources
- Assist other Accounting and Finance areas and business units as needed
- Collaborate with the Financial Planning and Reporting team to support management decision-making
Requirements
What you’ll need- Four year Degree; Accounting, Finance, Business or Computer Science preferred
- At least 4 - 5 years of progressive and relevant work experience
- Strong data analysis skills with experience using systems and BI tools such as Power BI and Tableau
- Strong knowledge of Microsoft Power products, including Power BI, Power Query, Power Automate, and Power App
- Proficient in SQL and knowledge of relational database concepts
- Previous programming experience such as VBA and Python
- Understanding and knowledge of finance processes
- Previous experience with finance transformation or major process improvements
- Knowledge of financial modeling concepts is required
- CFA/CPA designation is nice to have
- Strong problem-solving and analytical skills
- Strong attention to detail
- Strong organizational skills
- Ability to handle multiple competing priorities (multi-tasking)
- Enjoys working in both team and individual environments
- Successful completion of a criminal background check and credit check
Benefits
Comp & perks- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- Fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
- Barrier-free recruitment process and work environment
- Accommodations during recruitment and employment, if required